Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-20 |
Branch Locations
11720 Rive Isle Run, Parrish, FL 34219 • United States
3000 Bayport Drive Suite 1100, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Oak Brook | IL | 09/1984 | 05/2021 |
| Nylife Securities Llc | Oak Brook | IL | 10/1984 | Present |
| Roberts-Jassoy Financial Group | St. Charles | IL | 05/2001 | Present |
| Eagle Strategies Llc | Downers Grove | IL | 05/2016 | Present |
| New York Life Insurance Company | Downers Grove | IL | 05/2021 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 7/2001] [RENTAL PROPERTY; OWNER; INVESTMENT RELATED; PASSIVE INVESTMENT REQUIRES; NO TIME DEVOTION; START DATE 7/2003] [DOING BUSINESS AS ROBERTS-JASSOY FINANCIAL GROUP TO BROKER INSURANCE NON-INVESTMENT RELATED, PRODUCTS THROUGH OUTSIDE CARRIERS; INVESTMENT RELATED; START DATE 5/2001]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-24 |
Reach out to this advisor